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GUIDING
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LEGACY
BEGINS
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Your future deserves direction,
not guesswork
Wealth decisions shape the lives we live and the futures we build. They deserve clarity, patience, and thoughtful planning — not rushed choices or uncertainty. At AlphaOne, we take the time to understand what matters to you: your goals, your responsibilities, your hopes for the years ahead. Then we guide you with a structured plan that aligns your wealth to your life’s direction. With the right guidance, your future becomes not something you react to, but something you confidently prepare for.
Years Experiences
Wealth should support the life you want to live — not complicate it.
Our advisory approach begins with understanding your priorities, values, and future intentions. We do not rush, pressure, or push products. Instead, we guide, explain, and strategise alongside you, ensuring every decision is thoughtful and aligned. Whether you are building, protecting, or preparing to transfer your wealth, our role is to provide clarity, structure, and confidence at every stage.
YOUR LEGACY IS SHAPED BY THE CHOICES YOU MAKE, TODAY
Protect. Plan. Prosper.
Wealth grows strong when it is secure, well organized, and purposefully guided. We help you safeguard what you have built, create a plan that aligns to your goals, and support your progress as your wealth plan evolves. The goal is steady prosperity, not rushed outcomes.
Important choices can feel overwhelming when made alone. We walk alongside you, offering structure, clarity, and advice that fits your life. With guidance you trust, your future becomes something you direct with intention.
alphaone services.
Estate Planning & Will Drafting
Corporate Executor Services
Custodial & Escrow Services
Private & Family Trusts
Succession Planning
Family Office Advisory
alphaone Core
Excellence in Advisory
Innovation & Professional Growth
Integrity & Client-Centric Solutions:
QUIET STRENGTH BEHIND YOUR WEALTH CHOICES
Your wealth grows best when your plan is intentional. We ensure your wealth management decisions follow a clear path that reflects your goals. Good advisory does not force itself forward. It works in the background, supporting decisions and keeping your life on a stable path.
We take the time to think, review, and explain. With careful planning, your future becomes something you approach with confidence and clarity.
Exclusive Marketing Partner for GreenPro Malaysia Trustee Bhd
AlphaOne is proud to be the Exclusive Marketing Partner for GreenPro Malaysia Trustee Berhad, a fully licensed trust company regulated under the Trust Companies Act 1949. Through this partnership, AlphaOne supports GreenPro in bringing compliant, reliable, and professionally managed fiduciary services to individuals, families, and businesses across Malaysia — helping more Malaysians protect, preserve, and pass on their wealth with confidence.
ALPHAONE CORE Member
REX LIM
RFC, RFP, ChWM
Introducing Rex Lim, a distinguished Managing Director at AlphaOne Wealth Advisory (AWA). Rex graduated with a B.Bus in Banking & Finance from Melbourne, Australia, in 2003 and is a recognized Chartered Wealth Manager (ChWM, Hong Kong 2025), Registered Financial Planner (RFP) in Malaysia, and Registered Financial Consultant (RFC) in the USA.
With over 22 years of experience in financial planning, Rex has consistently demonstrated his expertise, qualifying for the Million Dollar Round Table (MDRT) fifteen (15) times, including two (2) Court of the Table (COT) distinctions. His outstanding contributions have also earned him a prestigious spot among The 100 Most Influential Young Entrepreneurs 2025.
A sought-after speaker, Rex has delivered engaging presentations worldwide, captivating audiences in cities such as Orlando, Los Angeles, Hong Kong, Anaheim, Dubai, Lebanon, and Indonesia. Beyond his professional achievements, he is an accomplished author, having published the book “Change 2” in 2020. His extensive experience includes managing group private trust business portfolios exceeding RM200 million, further solidifying his reputation as a leader in wealth management.
Carolyn Lee
CFP, AEPP, ChWM
Introducing Carolyn Lee, a respected managing director at AlphaOne Wealth Advisory (AWA). Carolyn is a recognized Chartered Wealth Manager (ChWM, Hong Kong 2025) and a Million Dollar Round Table (MDRT) member, a Certified Financial Planner (CFP) from the USA, and an Associate Estate Planner PR practitioner (AEPP) from Singapore.
With over 26 years of experience in financial planning, Carolyn is known as the Queen of “Total Holistic Planning” since 2019, solidifying her reputation as a trusted advisor. She was recognized as one of the Top 50 Malaysia Outstanding Wealth Advisors of 2023 (MMOWA) and Successful People in Malaysia and Singapore 2025 -7th edition (Britishpedia Media Group of Malaysia, Singapore 7th Premium Edition).
Carolyn has Malaysia National Competency Standard Train-The-Trainer (NSC-TTT).
Carolyn’s extensive experience includes managing group private trust business portfolios exceeding RM200 million.
To Our ALPHAONE Team Member
MICHELLE
ALEX
CINDY
